My Thoughts on Current Events
16 minutes ago 2 minute read 0 comments Perfectionist25 $0.01
J.P. Morgan’s latest assessment regarding HBM is highly significant for the AI memory narrative. Ahead of Micron’s earnings release, JPMorgan projects that the supply-demand imbalance will persist through 2028, even after accounting for the risk of...
20 hours ago 4 minute read 0 comments Perfectionist25 $0.12
The details of the OpenAI–Hugging Face hack incident began to paint a frightening picture. July 2026 went down in tech history as cybersecurity’s "digital Chernobyl" moment. An autonomous AI agent, trained within the supposedly sterile and fully isol...
9 Oct 2026 3 minute read 0 comments Perfectionist25 $0.32
Geopolitical tensions between the US and Iran pushed oil prices back up as of September 28; this movement is creating a chain reaction extending from inflation expectations to bond yields and, subsequently, the crypto market. I have compiled an overv...
8 Oct 2026 1 minute read 0 comments Perfectionist25 $0.24
There is a rather interesting detail regarding US companies that is often overlooked in the market. Despite high interest rates, the ratio of the net interest burden to Gross Value Added (GVA) for non-financial US companies stands at approximately 1....
7 Oct 2026 3 minute read 0 comments Perfectionist25 $0.21
One of the most significant recent developments I’ve observed regarding WDC is the long-term HDD demand signal conveyed by company management. Speaking at the Citi Global TMT Conference on September 9, 2026, Western Digital CFO Kris Sennesael stated...
5 Oct 2026 1 minute read 3 comments Perfectionist25 $0.54
At the 1999 Berkshire meeting, someone asked him directly: "How do I make $30 billion?" His answer was like a summary of his entire investment philosophy. Three rules that remain valid 25 years later: 1. Circle of Competence (Stick to What You Know)...
4 Oct 2026 7 minute read 0 comments Perfectionist25 $0.41
Micron reported earnings that exceeded expectations. Revenue reached $54.23 billion; the midpoint of the revenue guidance for the upcoming quarter is $61.5 billion. Growth remains evident even when adjusting for the number of weeks. Pricing is strong...
3 Oct 2026 4 minute read 0 comments Perfectionist25 $0.17
In its simplest definition, geopolitics is a discipline that seeks to understand the interaction between geography and politics, as well as the impact of this interaction on the distribution of power among actors. Within this framework, the analysis...
29 Sep 2026 1 minute read 0 comments Perfectionist25 $0.28
According to a report by *The Information*, production of a few hundred robots per week began in Fremont back in August. That is roughly ten times the level seen in the second quarter. So, where are these robots? Who is buying them? They aren't being...
27 Sep 2026 3 minute read 2 comments Perfectionist25 $0.54
The latest statements made by Donald Trump at the "Republican Party Mid-Term Congress" have raised the question "Are the Constitution and election processes being violated?" again in the USA. created its agenda. In his speech at the opening night of...
